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Lourd Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lourd Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		$431K Sell
3,388
-320
-9% -$40.7K 0.04% 72
2019
Q1 		$458K Sell
3,708
-73
-2% -$9.02K 0.04% 65
2018
Q4 		$420K Hold
3,781
– – 0.03% 139
2018
Q3 		$479K Buy
+3,781
New +$479K 0.03% 136